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PJARX vs VSIAX
PJARX vs VSIAX Comparison
Open Charts PJARX vs VSIAX
Principal SmallCap Value II R3
Price$10.59
Change-$0.24 (-2.22%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
PJARX vs VSIAX Comparison Chart
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PJARX vs. VSIAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PJARX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. PJARX (1.13B). VSIAX pays higher dividends than PJARX: VSIAX (2.01) vs PJARX (0.66). PJARX was incepted earlier than VSIAX: PJARX (21 years) vs VSIAX (13 years). PJARX is a more actively managed with annual turnover of: 65.20 vs. VSIAX (16.00). PJARX has a lower initial minimum investment than VSIAX: PJARX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 9.98 vs. PJARX (-1.89). VSIAX return over 5 years is better than : 47.61 vs. PJARX (9.56).
| PJARX | VSIAX | PJARX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 1.595 | -0.294 | -543% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 60.2B | 2% |
| Annual Yield % from dividends | 0.66 | 2.01 | 33% |
| Returns for 1 year | -1.89 | 9.98 | -19% |
| Returns for 3 years | -5.06 | 17.97 | -28% |
| Returns for 5 years | 9.56 | 47.61 | 20% |
| Returns for 10 years | -12.98 | 90.53 | -14% |